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Question

Report user field consolidation

  • May 12, 2020
  • 0 replies
  • 18 views

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I need help with creating a summary report.  The user will enter a beginning and starting date.  That date could be in the Closed date or the reclosed date fields.

This is how the breakdown should go.

Assigned to with a closed date in the date range entered
Transferred to with a closed date in the date range entered
ReAssigned to with a reclosed date in the date range entered

I need to summarize by Employee name and number of records.  The employee name could be in any of the three user fields, assigned to, transferred to or reassigned to.

I can't think of how to do this.

1. If they were in the assigned to field and had a closed date with in the date range it should be counted as 1
2. If they were in the assigned to field and did not have a closed date with in the date range but they were also in the reassigned to field and the reclosed date is in the range they  should be counted as 1
3. If they were in both and the date range for both closed field where in the date range, then the count should be 2.

Thank you for your help.

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Carol McConnell
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MarkShnierYou
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  • Quickbase Alumni
  • May 12, 2020
Can two different people get points for the same record?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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